"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’). Lets look at the results" says Ashley Owen.
Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.
Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.
Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.
Read more: Illiquid investments: The risks and opportunities
Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate!
AMP Advice has launched Australia-first solution for democratising access to managed portfolios
Read more: AMP, BlackRock & Lonsec combine in powerful managed account initiative
AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024
"Investors enjoyed unusually high returns in the past couple of decades because every asset class posted above average returns in the low inflation era we have just enjoyed, but what now?" asks Ashley Owen. Find out more
Read more: The Low Inflation era of great returns is over. Investing just got a whole lot harder!
Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.
Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio
John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.
Read more: Can infrastructure protect against persistent inflation?
Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation
Read more: Achieving real portfolio returns in inflationary times
Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.
Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio
Read more: The contrarian mindset: The battle against behavioural biases
Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.
Ashley Owen provides his essential March 20241-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate.
Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.
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